CFG
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Cooper Financial Group’s FS KKR Capital FSK Stock Holding History

Cooper Financial Group’s Portfolio FSK Stock Details FSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$379K Buy
34,467
+8,448
+32% +$96.9K 0.03% 299
2026
Q2 		$273K Buy
26,019
+74
+0.3% +$796 0.02% 357
2026
Q1 		$264K Buy
25,945
+1,350
+5% +$16.9K 0.03% 357
2025
Q4 		$364K Buy
24,595
+2,616
+12% +$39.7K 0.04% 274
2025
Q3 		$328K Sell
21,979
-1,023
-4% -$19.4K 0.04% 288
2025
Q2 		$477K Buy
23,002
+122
+0.5% +$2.49K 0.06% 243
2025
Q1 		$479K Buy
22,880
+2,613
+13% +$58.4K 0.06% 244
2024
Q4 		$440K Sell
20,267
-42,353
-68% -$889K 0.05% 261
2024
Q3 		$1.24M Buy
62,620
+39,872
+175% +$792K 0.16% 110
2024
Q2 		$449K Sell
22,748
-32,096
-59% -$631K 0.07% 236
2024
Q1 		$1.05M Buy
54,844
+21
+0% +$416 0.17% 115
2023
Q4 		$1.09M Buy
54,823
+15,998
+41% +$314K 0.2% 99
2023
Q3 		$764K Buy
38,825
+1,922
+5% +$38.4K 0.18% 124
2023
Q2 		$708K Buy
36,903
+2,725
+8% +$51.6K 0.18% 138
2023
Q1 		$632K Buy
34,178
+8,466
+33% +$160K 0.17% 137
2022
Q4 		$450K Buy
25,712
+6,266
+32% +$116K 0.14% 160
2022
Q3 		$330K Buy
19,446
+2,246
+13% +$46.8K 0.12% 173
2022
Q2 		$334K Buy
17,200
+2,161
+14% +$45.8K 0.12% 170
2022
Q1 		$343K Sell
15,039
-976
-6% -$21.6K 0.13% 152
2021
Q4 		$335K Sell
16,015
-4,647
-22% -$100K 0.13% 158
2021
Q3 		$455K Buy
20,662
+62
+0.3% +$1.37K 0.09% 138
2021
Q2 		$443K Buy
20,600
+1,801
+10% +$38.6K 0.09% 133
2021
Q1 		$373K Sell
18,799
-744
-4% -$13.8K 0.08% 157
2020
Q4 		$324K Sell
19,543
-410
-2% -$6.82K 0.07% 207
2020
Q3 		$316K Buy
19,953
+515
+3% +$8.04K 0.09% 148
2020
Q2 		$272K Buy
19,438
+73
+0.4% +$1.03K 0.09% 150
2020
Q1 		$232K Buy
19,365
+912
+5% +$19.5K 0.1% 129
2019
Q4 		$452K Buy
18,453
+4,384
+31% +$105K 0.18% 80
2019
Q3 		$328K Buy
14,069
+897
+7% +$21K 0.15% 92
2019
Q2 		$314K Buy
13,172
+2,513
+24% +$61.8K 0.15% 89
2019
Q1 		$258K Buy
10,659
+1,120
+12% +$27.8K 0.14% 88
2018
Q4 		$198K Buy
+9,539
New +$237K 0.13% 99

Other funds holding FSK

VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
PF
Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Cooper Financial Group's FSK Position: Q3 2026 in Review

Cooper Financial Group increased its FS KKR Capital (FSK) stake by 32% in Q3 2026, buying an estimated $96.9K and bringing the position to 34,467 shares worth $379K. The position accounts for 0.03% of the portfolio, ranked #299.

Cooper Financial Group first reported a position in FSK in Q4 2018 and has held it in 32 quarters since. The position peaked at $1.24M in Q3 2024. 9 funds tracked by Wall St. Rank hold FSK as of Q3 2026.

  • Cooper Financial Group held 34,467 shares of FS KKR Capital worth $379K as of Q3 2026.
  • Cooper Financial Group bought 8,448 FS KKR Capital shares in Q3 2026, an estimated $96.9K.
  • FS KKR Capital made up 0.03% of Cooper Financial Group's portfolio in Q3 2026, its #299 holding.
  • Cooper Financial Group first reported a position in FS KKR Capital in Q4 2018 and has held it in 32 quarters since.
  • Cooper Financial Group's FS KKR Capital position peaked at $1.24M in Q3 2024.
  • 9 funds tracked by Wall St. Rank held FS KKR Capital as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.